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TLDR Looking for Vanguard funds that allow us to avoid federal taxes (exempt). These look like best candidates. VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares VMSXX Vanguard Municipal Money Market Fund Found some Vanguard text (prod sum) and PDF documents but not clear if they tell...

My family has used Cigna for a number of years. One of the benefits that I love is that I can download the data (CSV excel/google sheet) on services, amount billed, what the plan paid, and what I owe (deductible). This was extremely useful after a car accident and keeping organized on the...

(posted this in an existing thread but then figured it made more sense on its own). This may be "common knowledge" ... Not sure if anyone here has adult children still under their parents HSA-eligible HDHP *and* are not IRS tax dependent ... ie. have their own job paying 4.5K+. We are in this...

TL; Dr -- strategy to deal with IRA distro taxes if move from IL having no taxes to NC having a 5.75% flat tax -- would very much appreciate any input (Aside comment to avoid other state tangents: We realize we could move to other more tax advantage states like TN and be near the hills (App...

(Curious if others use this. I get nothing for the below but see so many folks wondering about long term cash flow and this is the cats meow for that. HTH) I looked long and hard for an advanced professional level financial planning tool that was detailed in inputs and outputs. As well has...

I'm looking closer at health care estimates to update my financial planning tools (main one Total Planning Suite and Golden Years option). My significant other was diagnosed with Lupus last summer based on annual bloodwork. I was "retired" at the time and she is still working until our son...

For a 72t/SEPP situation I move enough funds to a "safe bucket" where the 72t withdrawal is taken out of. When I do this I try to pick it on at least an up day. Hard to see the intraday movements of mutual funds so I found "corresponding" (over several years) ETFs to the mutual funds I have...

Similar Stocks: The simple and easy way to find similar ETFs, stocks and funds https://similarstocks.com/ When looking for comparable mutual funds (and ETFs) I found this site very interesting and useful. Thought I'd share. It also shows negative (and positive) correlated funds. Do you have...

Related to expense and taxes (fed, IRA distributions, sales tax) ... are there any other sites besides this one for doing comparisons? State-by-State Guide to Taxes on Retirees-Kiplinger

47; married; two kids in early 20s; DW works and enjoys it; I was laid off by megacorp a few months back - looking for work but may ER in Fall. We had plans on retiring at 55, then 52, then 50. Then megacorp had a bad quarter and let folks go to help financial statement. We've been saving for...